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Portfolio Management Senior Associate

Soltage
Jersey City, USA
Full-time
Senior · 6+ years experience
Hybrid
Discovered 1 months ago

Full Job Posting

  • Own the portfolio onboarding process, directing junior team members and coordinating with the investments team to carry newly closed projects, deals, and funding transactions from signature to fully integrated, fully funded assets.
  • Own debt and tax equity fundings end to end — from draw request through close — acting as the primary point of contact for lenders, tax equity investors, and their counsel, and resolving funding conditions and diligence issues as they arise.
  • Take a lead workstream role in capital formation at the corporate level: help structure, market, and close corporate credit facilities, holdco debt, and equity capital, running lender and investor diligence, and working with counsel on the commercial terms of the financing documents.
  • Own the ongoing management of those corporate vehicles after close: borrowing base and availability, covenant compliance, draws and repayments, and lender and investor deliverables.
  • Build and maintain the corporate capital model: sources and uses, liquidity forecasting, and scenario analysis that shape how and when Soltage raises its next dollar.
  • Manage communication as a trusted point of contact for Soltage's capital partners, including the development of investor and lender reporting materials.
  • Calculate and oversee debt service, distributions, and cash waterfalls; adhere to portfolio requirements and standards outlined in financing and organizational documents.
  • Identify and implement process improvements that allow a fast-growing portfolio to scale without adding friction.
  • Contribute to corporate FP&A alongside senior members of the team: helping build the operating budget and multi-year plan, owning the monthly and quarterly variance analysis against actuals, and giving management a clear read on liquidity, cash flow, and capital needs.
  • Manage Soltage's financing vehicles through the operating life of the assets, owning the recurring compliance calendar: covenant and DSCR testing, reserve requirements, distributions, and lender and tax equity reporting obligations that continue long after a project reaches commercial operation.
  • Provide strategic and business oversight of the portfolio: track asset and fund-level performance against underwriting, surface refinancing and value-creation opportunities, and recommend where Soltage should hold, recapitalize, or recycle capital.
  • Shape corporate budgeting, liquidity monitoring, and capital planning, including how capital gets allocated across the platform.
  • Mentor analysts and associates — reviewing their work, teaching the mechanics of fundings and compliance, and codifying how the team executes.
  • Lead special projects and cross-functional initiatives, and take on additional responsibilities as the platform grows.
  • Bachelor’s degree in finance, business, or a related field.
  • Master’s degree in finance, business, or a related field, or Juris Doctor a plus.
  • A minimum of 6 years of experience across portfolio management, corporate finance, investment banking, or project finance, including ownership of fundings and other related workflows.
  • Experience onboarding deals, managing portfolio-related transactions, and working with credit agreements, LLC agreements, and other transaction documents. Paralegal experience in such a setting is a plus.
  • Direct experience executing capital raises at the corporate level and administering those vehicles after close (corporate credit facilities, holdco debt, or equity financings).
  • Advanced financial modeling skills, including extensive experience working in models covering sources and uses, liquidity, and covenant compliance.
  • FP&A experience (budgeting, forecasting, and variance analysis) with the ability to turn results into recommendations senior management can act on.
  • Hands-on experience with the operating phase of infrastructure or real assets, including covenant and DSCR compliance testing, distributions, and lender reporting, is a plus.
  • Demonstrated ability to lead complex processes and direct resources across multiple teams and third-party providers, with minimal oversight.
  • Experience mentoring, reviewing the work of, or supervising junior team members.
  • Strong organizational, communication, and problem-solving skills.
  • Experience in renewable energy, particularly solar and storage, strongly preferred.

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